The latest casualty of the earnings season is Netflix, whose numbers actually beat the Street’s estimates but who offered subscriber data and guidance that scared the stream-touched among the investment community. There should have been no surprise here and the fact that the stock got punished for the expected means that people still refuse to…
The latest casualty of the earnings season is Netflix, whose numbers actually beat the Street’s estimates but who offered subscriber data and guidance that scared the stream-touched among the investment community. There should have been no surprise here and the fact that the stock got punished for the expected means that people still refuse to…
We’re in earnings season now and so we’ll likely have company results to comment on for a couple more weeks. Monday is a good day to consider the broader trends that were crowded out last week by news, particularly news of a financial nature, so that’s what I’ll do today. One thing that’s developing at…
Microsoft reported its earnings, and other than some weakness in entertainment, the numbers beat the estimates. The PC-software giant showed strength in business sales overall (where market growth was more than double the consumer space) and of course its Windows franchise still works (though not as well as before) even in the consumer laptop space. …
We had a number of interesting earnings reports today, so let’s get to it! Nokia’s numbers for the last quarter were awful, with smartphone sales falling sharply. You can’t blame that completely on the Windows Phone decision, but it darn sure didn’t help and it’s not going to help them in 2012 either. The question…
We now have some of the major tech leaders reporting with IBM’s and Intel’s quarterly calls, but I still don’t have quite enough to make a definitive comment on how tech will do for the quarter. I do think there are some interesting points in both the IBM and Intel reports, though, and they at…
Cisco, one of the vendors we’ve been watching on the path toward what we think is the critical symbiosis of the cloud and OpenFlow/SDN, has blogged (http://blogs.cisco.com/news/is-it-just-sdn/) about their view of the subject. I’m happy they did, but I confess to being a little confused by what they said. It seems that Cisco is arguing…
Facebook’s double buy of mobile-related companies raises a couple of interesting questions, obviously related to motive and future direction for the social-net giant. While the deal for mobile photo-app player Instagram caught everyone’s attention on price (a billion), it takes at two points to define a line, and to guess where the line might lead. …
Google is making news, again, for its left-of-center management practices. The company turned in an exceptionally good quarter that beat estimates handily, and at the same time it announced it would be doing a 2:1 stock split but one that created only non-voting shares. The goal, obviously and as the company admitted, was to prevent…
Whatever you want to call it, we’re having a revolution in IT. HP’s announcement of a cloud-friendly architecture to build data centers, one that includes prefabricated provisioning tools, was mirrored in many ways by the IBM PureSystems launch yesterday. I think IBM is right in that the new wave is the most important thing in…